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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,347 | $113,941-95.3% | $94,229-94.3% | $125,389-95.7% |
| Participation rate | 81.3% | 82.9%-1.6pp | 78.8%+2.5pp | 83.2%-1.9pp |
| Annual return | 0.00% | 5.29%-5.3pp | 10.68%-10.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,675 | $4,727-64.6% | $3,587-53.3% | $4,866-65.6% |
| Participant deferral / active EE | $2,910 | $5,179-43.8% | $4,320-32.7% | $5,352-45.6% |
| Admin fee / account holder | $145 | $8,392-98.3% | $6,269-97.7% | $9,541-98.5% |